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Fidelity Limited Term Bond ETF (FLTB) Institutional Ownership

$50.68 -0.09 (-0.18%)
Closing price 04:10 PM Eastern
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$50.64 -0.05 (-0.09%)
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Institutional Ownership Changes (13F Filings) for Fidelity Limited Term Bond ETF (NYSEARCA:FLTB)

Current
Institutional Ownership
Percentage
2.01%
Number of
Institutional Buyers
(last 12 months)
49
Total
Institutional Inflows
(last 12 months)
$48.34M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$6.67M
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FLTB Institutional Buying and Selling by Quarter

Fidelity Limited Term Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/25/2025 Silverlake Wealth Management LLC9,640$486K0.1%N/A0.201%
8/19/2025 B. Riley Wealth Advisors Inc.27,887$1.41M0.1%N/A0.581%
8/15/2025 MML Investors Services LLC18,949$955K0.0%-17.8%0.395%
8/15/2025 Bank of America Corp DE114,964$5.79M0.0%+22.6%2.395%
8/14/2025 Jane Street Group LLC53,268$2.69M0.0%+56.8%1.110%
8/14/2025 Raymond James Financial Inc.9,905$499K0.0%+4.6%0.206%
8/13/2025 Flow Traders U.S. LLC29,612$1.49M0.1%N/A0.617%
8/13/2025 Holos Integrated Wealth LLC138,578$6.99M4.2%+17.1%2.887%
8/12/2025 JPMorgan Chase & Co.11,695$589K0.0%+8.5%0.244%
8/11/2025 United Advisor Group LLC7,493$379K0.1%+8.9%0.158%
8/8/2025 Cetera Investment Advisers10,271$518K0.0%N/A0.216%
8/8/2025 Islay Capital Management LLC34,527$1.74M1.1%-14.4%0.727%
8/8/2025 PNC Financial Services Group Inc.1,152$58K0.0%-17.8%0.024%
8/6/2025 Vestmark Advisory Solutions Inc.116,404$5.87M0.1%+60.8%2.451%
8/6/2025 Savant Capital LLC16,343$824K0.0%+17.4%0.344%
8/4/2025 Great Lakes Retirement Inc.27,332$1.38M0.2%+9.7%0.575%
8/4/2025 Assetmark Inc.59,524$3M0.0%-6.9%1.253%
8/1/2025 Envestnet Asset Management Inc.229,834$11.58M0.0%+13.1%4.839%
7/31/2025 Focus Partners Advisor Solutions LLC23,446$1.18M0.0%+11.2%0.494%
7/31/2025 Glass Jacobson Investment Advisors llc1,314$66K0.0%-44.7%0.028%
7/29/2025 Salus Financial Advisors LLC60,058$3.03M2.0%+7.9%1.264%
7/29/2025 Koshinski Asset Management Inc.17,400$877K0.1%+19.4%0.366%
7/24/2025 IFP Advisors Inc8,782$443K0.0%-15.1%0.185%
7/21/2025 Ameritas Advisory Services LLC764$39K0.0%N/A0.016%
7/17/2025 Norris Perne & French LLP MI14,374$724K0.1%+3.0%0.303%
7/15/2025 GSB Wealth Management LLC35,902$1.81M0.4%+1.5%0.756%
7/11/2025 Compass Ion Advisors LLC3,980$201K0.0%N/A0.084%
7/10/2025 Wealth Enhancement Advisory Services LLC27,809$1.40M0.0%-7.1%0.585%
7/2/2025 Dentgroup LLC10,606$535K0.4%+17.4%0.228%
5/20/2025 Focus Partners Wealth20,118$1.01M0.0%+3,043.4%0.442%
5/19/2025 Jane Street Group LLC33,976$1.70M0.0%+315.5%0.755%
5/16/2025 Jones Financial Companies Lllp6,270$314K0.0%+1,269.0%0.139%
5/16/2025 Algorithmic Investment Models LLC47,839$2.40M1.8%N/A1.063%
5/15/2025 Focus Partners Advisor Solutions LLC21,079$1.06M0.0%N/A0.468%
5/14/2025 Islay Capital Management LLC40,355$2.02M1.4%+354.9%0.897%
5/13/2025 Vestmark Advisory Solutions Inc.72,407$3.63M0.1%+8.7%1.609%
5/9/2025 Commonwealth Equity Services LLC327,438$16.40M0.0%+3.7%7.276%
5/9/2025 PNC Financial Services Group Inc.1,402$70K0.0%N/A0.031%
5/7/2025 LPL Financial LLC92,958$4.66M0.0%-11.6%2.066%
5/6/2025 Assetmark Inc.63,911$3.20M0.0%N/A1.420%
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5/6/2025 Advisor OS LLC12,450$624K0.1%+57.7%0.277%
5/5/2025 WNY Asset Management LLC11,484$575K0.1%N/A0.255%
5/5/2025 IFP Advisors Inc10,347$518K0.0%-15.5%0.230%
5/5/2025 Kestra Private Wealth Services LLC43,681$2.19M0.0%-1.1%0.971%
4/30/2025 Rehmann Capital Advisory Group9,386$470K0.0%+20.0%0.209%
4/29/2025 Envestnet Asset Management Inc.203,132$10.18M0.0%+18.2%4.514%
4/29/2025 McGlone Suttner Wealth Management Inc.10,687$535K0.1%-5.3%0.237%
4/25/2025 Koshinski Asset Management Inc.14,578$730K0.1%+44.6%0.324%
4/25/2025 Salus Financial Advisors LLC55,683$2.79M2.1%+10.9%1.237%
4/22/2025 Cambridge Investment Research Advisors Inc.5,022$252K0.0%+10.1%0.112%
4/21/2025 Norris Perne & French LLP MI13,955$699K0.1%+19.4%0.310%
4/18/2025 GSB Wealth Management LLC35,360$1.77M0.5%+1.6%0.786%
4/17/2025 Great Lakes Retirement Inc.24,911$1.25M0.2%-4.5%0.554%
4/17/2025 Dynamic Advisor Solutions LLC14,298$716K0.0%-1.4%0.318%
4/16/2025 Lakeridge Wealth Management LLC17,212$862K0.4%N/A0.382%
4/16/2025 Wealth Enhancement Advisory Services LLC29,939$1.50M0.0%-25.2%0.665%
4/14/2025 Dentgroup LLC9,036$453K0.3%-10.5%0.201%
3/17/2025 Wealth Enhancement Advisory Services LLC40,034$1.99M0.0%+425.0%0.965%
2/24/2025 United Advisor Group LLC6,707$333K0.1%N/A0.227%
2/17/2025 Salus Financial Advisors LLC50,219$2.49M2.0%N/A1.702%
2/17/2025 Focus Partners Wealth640$32K0.0%-97.0%0.022%
2/17/2025 Citadel Advisors LLC40,500$2.01M0.0%N/A1.373%
2/17/2025 Bank of America Corp DE79,348$3.94M0.0%-8.0%2.690%
2/17/2025 Adapt Wealth Advisors LLC4,801$238K0.1%N/A0.163%
2/14/2025 Mercer Global Advisors Inc. ADV14,542$722K0.0%-6.1%0.493%
2/14/2025 Jane Street Group LLC8,178$406K0.0%N/A0.277%
2/14/2025 Concourse Financial Group Securities Inc.5,965$297K0.0%+30.0%0.202%
2/13/2025 Regal Investment Advisors LLC77,098$3.83M0.3%+2.7%2.613%
2/13/2025 Raymond James Financial Inc.4,416$219K0.0%N/A0.150%
2/13/2025 Envestnet Asset Management Inc.171,783$8.53M0.0%-20.6%5.823%
2/13/2025 Wells Fargo & Company MN507$25K0.0%N/A0.017%
2/13/2025 Islay Capital Management LLC8,872$440K0.3%-3.3%0.301%
2/12/2025 WealthTrak Capital Management LLC2,510$125K0.1%N/A0.085%
2/12/2025 JPMorgan Chase & Co.14,124$701K0.0%+6.4%0.479%
2/11/2025 LPL Financial LLC105,205$5.22M0.0%+222.5%3.566%
2/10/2025 Commonwealth Equity Services LLC315,604$15.66M0.0%+25.9%10.698%
2/10/2025 Avantax Advisory Services Inc.5,748$285K0.0%-13.2%0.195%
2/6/2025 Vestmark Advisory Solutions Inc.66,598$3.31M0.1%+17.9%2.258%
2/6/2025 Raymond James Financial Inc.4,416$219K0.0%N/A0.150%
2/5/2025 Advisor OS LLC7,893$392K0.0%+11.3%0.268%
2/4/2025 IFP Advisors Inc12,242$608K0.0%+60.0%0.415%
1/30/2025 Roxbury Financial LLC1,505$75K0.1%N/A0.051%
1/29/2025 Great Lakes Retirement Inc.26,080$1.30M0.2%+2.7%0.884%
1/29/2025 Soltis Investment Advisors LLC12,256$608K0.1%-10.0%0.415%
1/29/2025 Savant Capital LLC10,122$502K0.0%+54.0%0.343%
1/28/2025 Kestra Private Wealth Services LLC44,185$2.19M0.0%-9.7%1.498%
1/23/2025 Southern Capital Advisors LLC4,328$215K0.1%N/A0.147%
1/23/2025 Norris Perne & French LLP MI11,692$580K0.0%+4.9%0.396%
1/21/2025 GSB Wealth Management LLC34,817$1.73M0.4%+4.9%1.180%
1/21/2025 McGlone Suttner Wealth Management Inc.11,280$560K0.1%+6.3%0.382%
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1/16/2025 Koshinski Asset Management Inc.10,079$500K0.0%+12.5%0.342%
1/10/2025 Wealth Enhancement Advisory Services LLC39,494$1.99M0.0%+418.0%1.339%
1/3/2025 Dentgroup LLC10,093$501K0.4%-11.9%0.342%
12/26/2024 JPMorgan Chase & Co.13,278$669K0.0%+13.6%0.450%
11/15/2024 MML Investors Services LLC19,903$1.00M0.0%+8.3%0.675%
11/14/2024 Flow Traders U.S. LLC30,317$1.53M0.1%+77.3%1.028%
11/7/2024 Thrivent Financial for Lutherans12,103$612K0.0%+27.5%0.410%
11/7/2024 Sugar Maple Asset Management LLC6,992$352K0.3%N/A0.237%
11/5/2024 Apollon Wealth Management LLC8,014$404K0.0%-20.9%0.272%
10/28/2024 Norris Perne & French LLP MI11,142$561K0.0%+8.7%0.378%
(Data available from 1/1/2016 forward)

FLTB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FLTB shares?

During the previous two years, 72 institutional investors and hedge funds held shares of Fidelity Limited Term Bond ETF. The most heavily invested institutionals were Commonwealth Equity Services LLC ($16.40M), Envestnet Asset Management Inc. ($11.58M), UBS Group AG ($11.56M), Osaic Holdings Inc. ($7.77M), Holos Integrated Wealth LLC ($6.99M), Vestmark Advisory Solutions Inc. ($5.87M), and Bank of America Corp DE ($5.79M).Learn more on Fidelity Limited Term Bond ETF's institutional investors.

What percentage of Fidelity Limited Term Bond ETF's stock is owned by institutional investors?

2.01% of Fidelity Limited Term Bond ETF's stock is owned by institutional investors. Learn more on FLTB's institutional investor holdings.

Which institutional investors have been buying Fidelity Limited Term Bond ETF's stock?

Of the 61 institutional investors that purchased Fidelity Limited Term Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Commonwealth Equity Services LLC ($91.08K), Envestnet Asset Management Inc. ($85.70K), Vestmark Advisory Solutions Inc. ($80.71K), LPL Financial LLC ($72.58K), Wealth Enhancement Advisory Services LLC ($71.90K), Assetmark Inc. ($63.91K), and Salus Financial Advisors LLC ($60.06K).

How much institutional buying is happening at Fidelity Limited Term Bond ETF?

Institutional investors have bought a total of 966,518 shares in the last 24 months. This purchase volume represents approximately $48.34M in transactions.

Which of Fidelity Limited Term Bond ETF's major shareholders have been selling company stock?

Of the 20 institutional investors that sold Fidelity Limited Term Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($44.57K), Focus Partners Wealth ($20.65K), LPL Financial LLC ($12.25K), Wealth Enhancement Advisory Services LLC ($12.23K), Bank of America Corp DE ($6.87K), Islay Capital Management LLC ($6.13K), and Kestra Private Wealth Services LLC ($5.26K).

How much institutional selling is happening at Fidelity Limited Term Bond ETF?

Institutional investors have sold a total of 133,848 shares in the last 24 months. This volume of shares sold represents approximately $6.67M in transactions.


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This page (NYSEARCA:FLTB) was last updated on 8/28/2025 by MarketBeat.com Staff
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